Baird Financial Group

Baird Financial Group Portfolio holdings

AUM $62.2B
1-Year Est. Return 21.98%
This Quarter Est. Return
1 Year Est. Return
+21.98%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$33.9B
AUM Growth
-$2.08B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,889
New
Increased
Reduced
Closed

Top Buys

1
+$93.8M
2
+$82.9M
3
+$51.6M
4
WSO icon
Watsco Inc
WSO
+$48.8M
5
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$43.4M

Top Sells

1
+$129M
2
+$112M
3
+$83.9M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$63.8M
5
BND icon
Vanguard Total Bond Market
BND
+$53.3M

Sector Composition

1 Technology 17.54%
2 Financials 11.63%
3 Healthcare 11.49%
4 Industrials 9.43%
5 Consumer Discretionary 8.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1426
$330K ﹤0.01%
+2,194
1427
$330K ﹤0.01%
4,170
-4,341
1428
$328K ﹤0.01%
3,555
-233
1429
$327K ﹤0.01%
8,831
+5
1430
$327K ﹤0.01%
14,892
-145
1431
$326K ﹤0.01%
4,760
1432
$326K ﹤0.01%
4,012
-2,948
1433
$324K ﹤0.01%
21,044
+1,011
1434
$324K ﹤0.01%
6,032
+104
1435
$323K ﹤0.01%
2,553
1436
$322K ﹤0.01%
5,362
-3,513
1437
$322K ﹤0.01%
12,349
-1,397
1438
$322K ﹤0.01%
18,864
+1,000
1439
$321K ﹤0.01%
733
-9
1440
$320K ﹤0.01%
401
-400
1441
$320K ﹤0.01%
13,664
-56
1442
$319K ﹤0.01%
10,304
-703
1443
$319K ﹤0.01%
8,002
-268
1444
$318K ﹤0.01%
1,211
-106
1445
$318K ﹤0.01%
5,984
+547
1446
$318K ﹤0.01%
1,292
-889
1447
$318K ﹤0.01%
11,224
-35,105
1448
$316K ﹤0.01%
12,813
+985
1449
$315K ﹤0.01%
9,347
-1,166
1450
$315K ﹤0.01%
9,740
56 57
58
59 60